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Secure Your Financial Future

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HOW WE HELP

We specialise in investment strategies to help you plan and achieve your lifestyle goals

Wealth Protection

Debt Reduction

Investment Choices

Tax Planning

Retirement Solutions

Education & Tools

Protect what you’ve built and protect your income

We'll work creatively to design a strategy that considers life's unexpected challenges. A sound financial future includes protecting your wealth. We'll help you put in place the right level of personal protection so you achieve peace of mind knowing your investments can keep working for you.

“An investment in knowledge pays the best interest” - Benjamin Franklin

By empowering you with knowledge and educating you about ways to fund the cost of insurance through your superannuation fund or combining this strategy with using level premiums, we will save you thousands over the life of your policies. These savings can be re-invested into growth assets to build wealth.

Reduce your debts faster, increase your savings

Debt management can seem overwhelming. We can offer solutions by working with you to analyse your expenses, lifestyle and cash flow. By combining your debts and establishing a manageable budget, you will learn the fundamentals of saving money.

“Every cent applied towards diminishing your debt replenishes you” - Suze Orman

This opens many doors, allowing fast-tracked home-loan repayment, or freeing additional money to put towards superannuation or other investments.
Furthermore, debt recycling strategies may be suitable to create tax-deductible debt.

Achieve financial security with sound investments

Long-term investments are the key to financial security. It is our goal to educate on the risks and rewards of investments and how to make them work for you. We’ll help manage your cash flow when you’re ready to invest. We will ensure diversity in investment, including property, a key component in generating future income. We specialise in cash-flow; with us, your budget surplus is put towards building your future wealth.

"Don't wait. The time will never be just right." - Napoleon Hill

Make your money work smarter; we will educate you on ways to maximise your investment potentials. When you’re ready, we’ll help you borrow to invest, then re-invest surplus to create wealth.

Proactive planning for reducing your tax liability

Smart investment strategies require guidance and advice. We will provide these, ensuring you’re invested to maximise tax advantages. These strategies to lower your tax facilitate accelerated growth via re-investment in super and other savings plans.

"The greatest barrier to success is the fear of failure" - Sven Goran Eriksson

We’ll work with you on your tax liability based on current and projected salaries, and throughout retirement. In doing so, we will be able to calculate your expected tax bill. With that knowledge, you will be able to more accurately strategise to reduce your tax liability.

Maximise your superannuation potential

It is a common mistake to underestimate the cost of a secure and comfortable retirement. This can easily be avoided by focused attention on superannuation. Even small changes can result in compounded growth over the years and the sooner started, the greater the savings.
With the right contribution strategy and the current low-tax environment, we’ll help grow your superannuation.

"Risk comes from not knowing what you're doing" - Warren Buffett

We search for lost superannuation funds, consolidate existing ones and review super-savings to determine whether a self-managed super fund (SMSF) is the right choice for your ideal retirement.

Develop your knowledge base with useful resources

There is no need to travel alone on your financial journey. We will empower you to make good financial decisions through our additional resources, online calculators and informative blog.

“Tell me and I forget. Teach me and I remember. Involve me and I learn” - Benjamin Franklin

Combining your growing wisdom with our professional guidance, you will gain control over your finances and fully realise your savings potential.

Call us on (02) 8861 1880 or book online

Speak with your Wealth Street planner today to start your journey
Book A Meeting

Our Services

Manage your monthly cash flow

Build an investment portfolio

Plan for your retirement

Make smarter financial decisions

Pay off your mortgage sooner

By taking charge of your money, you will reduce financial stress, feel more secure and be in control of your finances. Whether you have a little or a lot, we ask our clients one simple question: Do you know where your cash is going each day? Next, we empower our clients with the knowledge required to eliminate wasteful spending. These savings are invested. We highlight how small savings build significant wealth.

Financial security is achieved by saving and investing over a long period of time. By navigating your financial path, you can change your strategy when there are market challenges in one sector, to a less volatile sector. And when that changes again, you’re at the helm to make the right investment choices. Take the time to evaluate your investment goals and develop a plan that is aligned with your objectives and desires.

Superannuation is saving money and investing it to support your retirement because the government’s pension scheme is insufficient. Money is saved in a tax-deferred account throughout your working life and will grow over the long term when invested wisely. Superannuation must support you through 25+ years of retirement. Develop a plan to invest your super funds in the most effective ways.

You may not expect it to happen to you, but the typical Australian family will lose half of their income as a result of a serious illness of a family member, an accident or injury or the loss of a parent. It can happen any time without warning. A strategic financial plan is one that has levels of insurance to protect the family’s wealth and everyday needs. Life insurance helps transfer the risk of a crisis to ensure financial security.

Strategies that help pay off your home loan as soon as possible open up new opportunities for growth in the future. With every additional principal payment, you save on interest and shorten the term of your loan. The savings from less interest and lower debt payments allow you to re-allocate these savings from debt reduction to asset growth. More money saved on interest means more to invest with stronger returns on your money.

“To find what you seek in the road of life… leave no stone unturned”

Edward Bulwer Lytton

WORK WITH US

Manage your finances in three easy steps and eliminate worries today

1. We understand your preferences

We evaluate your lifestyle choices, your ability to generate income and spending preferences

2. We create a personal strategy

We design and establish a strategic plan that is unique to your lifestyle and your long-term goals

3. We evaluate your plan regularly

We routinely give your plan a financial check-up and revise your plan when your life changes

80% of our clients are referred by satisfied customers

SOME AUSSIE FINANCE FACTS

Here’s some facts and figures about Australian retirement
96%
RETIRE ON LESS THAN $43,000 PER YEAR
34%
WANT TO RETIRE BEFORE THE AGE OF 65
4%
HAVE MORE THAN $700,000 SAVED IN SUPER
46%
WILL HAVE PAID OFF THEIR HOME BY AGE 65

Call us on (02) 8861 1880 or book online

Speak with your Wealth Street planner today to start your journey
Book A Meeting